Meet Tim
Tim is a Regional Vice President based in the Boston area. He joined Mercer Advisors in 2023. Prior, he was Sr. Vice President at Wainwright Investment Counsel and Branch Manager at TD Ameritrade. Tim began his financial services career in 1993 at Charles Schwab, where he served for 10 years. He earned a Bachelor of Liberal Arts degree in Social Science and a Master of Liberal Arts degree in Management and Finance from Harvard University Extension School.
His working style
Tim is known for his curiosity and problem solving. He is a mission-driven professional with a learn, do, teach approach to growth.
Tim in real life
Favorite thing about where you live?
The four seasons, the proximity to the ocean and the mountains, the rich history, and the education ethos of New England.
What keeps you busy outside of work?
Skiing, hiking, and my two sons’ educational and sport endeavors keep me busy.
How do you give back?
I am a volunteer pro-bono consultant for Harvard Business School’s Association of Boston Community Action Partners.
Meet Tim’s Teammates
Roain Saunders
Wealth Advisor
What Tim Says
Roain blends genuine curiosity in the psychology of finance with his skills as a financial planner to create meaningful solutions for his clients.
Eric Anderson
Sr. Wealth Advisor
What Tim Says
Eric creates robust solutions for families by learning what’s important to them. He acts as a coach and guide to implement and sustain the plans.
Nicholas Semko
Managing Director, Channel Client Development
What Tim Says
Nick can get to the heart of situations and effect change. He uses this skill in his roles as leader, coach, and advisor.
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